A Former Federal Building Becomes a New Front Door for Disability Services in New Mexico

How a 67,744-square-foot Albuquerque office lease helped UNM’s Center for Development and Disability create a more accessible, modern home for families, staff, and statewide care.

The Building Left Behind

At the corner of San Mateo and Montgomery in Albuquerque’s Northeast Heights, a former IRS building was facing a familiar question in commercial real estate: what happens when a large federal tenant moves out and leaves behind tens of thousands of square feet?

For UIRC, the Chicago-based ownership group, the assignment was clear. The 67,744-square-foot office building at 5338 Montgomery NE needed to be repositioned for a new future. SVN/Walt Arnold Commercial Brokerage, Inc., a full-service commercial real estate brokerage serving Albuquerque and the surrounding area, was engaged to release the space and attract private-sector occupancy.

At first, the answer came in pieces. SVN completed smaller, shorter-term leases. But the larger opportunity arrived when the University of New Mexico, represented by CBRE, presented a letter of intent for the entire building.

The prospective user was not just another office tenant. It was the UNM Center for Development and Disability, New Mexico’s University Center for Excellence in Developmental Disabilities Education, Research and Service, established in 1990.

“This was not just about filling a building. It was about creating a long-term home for essential services.”

A Long-Term Home for Essential Services

UNM CDD serves children and adults with developmental, intellectual, and physical disabilities throughout New Mexico, while also supporting families, professionals, and communities.

The relocation offered a rare chance to consolidate and modernize. Nearly 300 UNM CDD faculty and staff are expected to move into the building in June 2026. The new space will support autism programs, maternal child and early development services, medically fragile RN case management, NM LEND interdisciplinary training, diagnostic evaluation and intervention clinics, family engagement programs, clinical services, and one of the state’s largest disability-oriented libraries.

In a city shaped by movement, connection, and service—from Route 66’s long urban stretch through Albuquerque to the daily flow of families across the metro—the location matters. Albuquerque’s Route 66 corridor is being celebrated for the stories, traditions, and people that shaped the city, and this project reflects a similar local value: access should be practical, visible, and rooted in community.

The Long Road to Yes

The transaction took nearly two years.

The University of New Mexico initially explored leasing the building, then shifted into acquisition discussions, before ultimately signing a 12-year lease with options to renew and an option to purchase before completion of tenant improvements.

That process required patience from both sides. UNM needed institutional approvals, including regent approval. The landlord, which owned dozens of properties across the country, needed confidence in the structure, economics, and timing.

The most difficult issue was the tenant improvement cost. A building formerly occupied by a federal government tenant needed significant investment to become a modern, accessible, specialized home for UNM CDD. The landlord committed substantial capital, and UNM also had to approve and contribute a significant amount.

“The hardest part was keeping two large entities aligned over a long period of time.”

Mission Over Transaction

The deal moved forward because the parties stayed transparent, creative, and mission-focused.

CBRE’s Debbie Dupes and Cheryl Hart represented UNM CDD and worked closely with Walt Arnold and SVN to negotiate terms and finalize the agreement. Their knowledge of Albuquerque’s real estate landscape, institutional clients, and UNM CDD’s operational needs helped identify the building as the right long-term solution.

This was not a one-sided win. The landlord avoided a major vacancy. UNM CDD gained a modernized platform for growth. Families and caregivers gained the promise of a more accessible destination for services. And the building gained a new civic purpose.

“Everyone involved was focused on achieving a successful outcome.”

What the Building Becomes Now

When UNM CDD moves in, the property will become more than an office building. It will become a hub for care, training, research, and family support.

The Center offers expert care for children with speech, movement, and cognitive disabilities, and its broader mission includes education, advocacy, clinical services, and outreach to New Mexicans across the state.

Macia Mariotta, Executive Director of UNM CDD and Professor in the UNM Department of Pediatrics, described the move as an important advancement for the work of the Center. She noted that the new, modernized space will provide a platform for continued growth and help cultivate a truly accessible and welcoming environment for the people served and the staff who serve them.

“The property now thrives as a hub for essential community services.”

The Best Deals Solve Bigger Problems

For Walt Arnold, Managing Director and Office Leasing Broker at SVN/Walt Arnold Commercial Brokerage, the leadership lesson was clear: real estate can solve problems that are bigger than occupancy.

The best transactions require more than market knowledge. They require timing, trust, patience, and a willingness to hold a deal together when the process becomes long and complicated.

In this case, the result was a transformed building, a strengthened public-service platform, and a more accessible future for families across New Mexico.

Real leadership in real estate is measured not only by what gets leased, sold, or built—but by what becomes possible for people because a transaction happened.

This deal shows how an underused building can be repositioned into a long-term community asset.

Lasting Impact

  • 67,744-square-foot former IRS building repositioned for long-term community use
  • 12-year lease with UNM, with renewal options and an option to purchase
  • Nearly 300 UNM CDD faculty and staff expected to relocate in June 2026
  • Expanded platform for autism programs, developmental services, clinical support, training, and family engagement
  • Improved access near San Mateo and Montgomery, a high-traffic Albuquerque location
  • Former government building transformed into a hub for essential statewide services

The Real Leaders of Real Estate Behind the Deal

Walt Arnold of SVN/Walt Arnold Commercial Brokerage, Inc. served as Managing Director and Office Leasing Broker on the transaction. SVN/Walt Arnold Commercial Brokerage, Inc. is a New Mexico commercial real estate team serving clients throughout Albuquerque and the surrounding region.

Stories like this are exactly why the Real Leaders of Real Estate awards were created.

Have you worked on a commercial real estate deal in the last 36 months that created meaningful public benefit? Apply to be recognized as a leader in 2026 in your region and nationally. Submit your deal today.

When the Market Served the Mission: A 23-Unit Decision That Redefined “Value”

A Portland nonprofit faced an impossible choice: sell for top dollar or protect affordability. By opening the market instead of narrowing it, they found a third path—one that’s now influencing housing solutions far beyond a single deal.

A Building at a Crossroads

In a city where housing debates are as common as rain, a quiet brick building in Portland, Oregon stood at a crossroads.

Built in the early 1900s, the 23-unit property had good bones—but aging systems told another story. Seismic upgrades loomed. Plumbing was failing. Half the building sat vacant. The nonprofit that owned it had reached a difficult conclusion: holding on would only deepen the problem.

They didn’t just need a buyer.
They needed a solution.

Opening the Market Instead of Narrowing It

Like many affordable housing providers across the country, the organization carried a mix of stable assets and silent liabilities. This building had become the latter—requiring millions in capital with no clear preservation funding available.

“The easy path,” recalls Bjorn Beer of SVN Imbrie, “would have been a quiet off-market deal. Fast. Clean. Profitable.”

But that path came with a cost.

“If we didn’t open this up, we’d never know what was possible—not just financially, but for the people who lived there and the ones who could.”

Instead, the team made a different choice: expose the property to the full market. Every buyer. Every broker. Every idea.

The Highest Offer Came With a Cost

The transaction took nearly two years.

The response was immediate—12 offers in just two weeks.

Some were financially compelling. One, in particular, rose to the top with a premium price. But it came with a condition: the building would be delivered vacant.

Tenants out. Higher-end repositioning in.

Apartments would remain—but no longer accessible to the residents who had called it home.

For a moment, the nonprofit faced a familiar dilemma:
maximize proceeds or protect purpose.

“There was real pressure,” Beer says. “You’re talking about meaningful capital for a mission-driven organization. But you’re also talking about displacement.”

The Buyer Who Offered a Different Future

Because the property had been openly marketed, another kind of buyer emerged.

A for-profit group—but with a different thesis.

Their plan wasn’t to erase the building’s affordability. It was to evolve it.

They proposed converting the units into affordable condominiums at 80% AMI, creating a rare bridge between rental housing and homeownership. The pricing would land nearly $300,000 below Portland’s average home price, opening doors that had long been closed.

They weren’t the highest bidder.
But they were the clearest path forward.

“The market didn’t just give us offers,” Beer reflects. “It gave us options—and one of those options aligned with the mission.”

From Renters to First-Time Homeowners

Today, the building is being transformed—not into luxury units, but into opportunity.

  • All units are being positioned at 80% AMI affordability levels
  • Residents were given first right of refusal to purchase
  • Buyers are being sourced and prepared through Portland Housing Center
  • CDFI-backed silent second mortgage program is helping bridge down payment gaps
  • Residents who chose not to purchase received relocation support beyond local requirements

While many original tenants had already vacated, the project is now creating a new kind of resident: first-time homeowners who otherwise would have been priced out of the market.

“We’re not just preserving housing,” Beer says. “We’re creating ownership.”

A Model Bigger Than One Building

What started as a single transaction has since expanded.

The buyer has replicated the model in multiple markets—including Tacoma and Virginia—using private capital to deliver affordability at scale. Along the way, Beer and his collaborators also contributed to the broader conversation around housing policy, lending their voices to Oregon’s successful Oregon Condo Defect Liability Reform 2025.

A deal that could have quietly displaced tenants instead helped influence how housing gets built—and owned.

A Different Kind of Return on Equity

For Beer, the transaction reshaped how he thinks about value.

“In market-rate real estate, we talk about return on equity. But in affordable housing, that’s not enough.”

From this deal, he coined a new framework: “Impact on Equity.”

It asks a different question:
Not just what does this asset return?
But what can this equity do for the community if redeployed?

“You can leave $2 million sitting in a 20-unit building,” he says, “or use it to help create 120 units somewhere else. That’s a different kind of math—where Impact on Equity can be 6x higher by redeploying capital.”

The role of the broker, in this view, isn’t to dictate outcomes—but to expand the field of possibility so mission-driven owners can choose wisely.

Lasting Impact

  • 23-unit legacy building repositioned without displacement-driven conversion
  • 100% of units targeted at 80% AMI affordability
  • Homeownership opportunities priced ~$300K below local averages
  • First-time buyers supported through education + down payment assistance
  • Model replicated in multiple U.S. markets
  • Contributed to broader housing policy momentum in Oregon

Every transaction carries a choice: extract value or create it.

The difference often lies not in the market—but in how it’s used.

The Real Leaders of Real Estate Behind the Deal

Bjorn Beer is a broker with SVN Imbrie who specializes in advising public housing authorities and nonprofit housing providers across the country. His work focuses on recapitalization and disposition strategies that balance financial performance with long-term community impact.

Stories like this are exactly why the Real Leaders of Real Estate awards were created.

Have you worked on a commercial real estate deal in the last 36 months that created meaningful public benefit? Apply to be recognized as a leader in 2026 in your region and nationally. Submit your deal today.

Oxford Terrace: Preserving 132 Affordable Homes in South County San Diego

A historic textile mill in West Greenville is being transformed into a comprehensive domestic violence recovery campus—expanding shelter capacity, adding affordable housing, and creating a long-term support system for women and children rebuilding their lives.

A Market Under Pressure

In South County San Diego—one of the most expensive housing markets in the United States—affordable housing rarely has a guarantee of permanence.

So when Oxford Terrace, a 132-unit LIHTC community in Chula Vista, came to market, it represented more than a transaction. It represented continuity for families who depend on stable rents in a rapidly evolving region shaped by military presence, logistics growth, and large-scale redevelopment.

Built in 1972 and serving a mix of one, two, and three-bedroom households, the gated community sits within walking distance of schools, retail, and essential services—making it a critical housing resource for working families and military households across South County.

After a 13-month process, the property sold for $19.2 million, but the real story wasn’t the sale—it was what was preserved.

A Shared Mission

The seller, Alpha Project, a nonprofit organization, had a clear mission: ensure Oxford Terrace would remain within the affordable housing ecosystem.

On the other side, the buyer—a subsidiary of Foster Hamilton—shared that vision.

Graeme Henderson of Marcus & Millichap’s San Diego Del Mar office helped bring both parties together in a process that prioritized long-term community stability over short-term repositioning.

“This deal showed that collaboration between brokers and affordable housing entities can directly protect housing stock in one of the country’s most expensive regions, while serving a large military community.”

The Long Road to Preservation

While both buyer and seller were aligned in mission, the complexity came from process—not conflict between parties.

The transaction required extended coordination around HUD approvals and loan and bond assumptions, which stretched the timeline to more than a year.

Through it all, both sides remained committed to the same outcome: ensuring the property would continue serving its residents without disruption.

Where Alignment Changed Everything

Eventually, alignment across stakeholders—including HUD and financing partners—allowed the transaction to move forward.

The breakthrough wasn’t a single dramatic moment, but sustained coordination and shared intent between nonprofit and institutional partners.

That alignment ensured the property would not only remain affordable, but would also be positioned for long-term stewardship under new ownership..

What Was Protected

For the 132 households at Oxford Terrace—many of whom are military families and essential workers—the impact is stability.

Beyond stability, the new ownership has committed to capital improvements that will enhance both interior units and common areas, improving day-to-day living conditions while maintaining affordability protections.

Planned upgrades will elevate interior livability, shared community spaces, and long-term property quality.

In a region where redevelopment pressures continue to reshape neighborhoods, Oxford Terrace stands as a rare example of preservation paired with reinvestment.

Why Deals Like This Matter

For Graeme Henderson, the transaction reinforced a broader truth about affordable housing preservation:

In high-cost markets like San Diego, where military communities and working families are increasingly priced out, collaboration is not optional—it is essential.

Deals like Oxford Terrace demonstrate that when brokers, nonprofit sellers, and mission-aligned buyers work together, affordable housing does not have to be temporary—it can be sustained and improved over time.

Lasting Impact

  • 132-unit LIHTC community preserved in South County San Diego
  • Long-term affordability extended under new ownership structure
  • HUD-regulated housing stability maintained for military & working families
  • Capital improvements planned for interiors and shared community spaces
  • Preservation of affordable housing stock in a high-cost metro region
  • Example of nonprofit + investor + brokerage collaboration in housing preservation

The Real Leaders of Real Estate Behind the Deal

Marcus & Millichap (NYSE: MMI) represented the transaction, a national commercial real estate brokerage specializing in investment sales, financing, research, and advisory services.

Oxford Terrace is located at 555 Oxford Street in Chula Vista, California, and is one of the most significant affordable multifamily assets to trade in San Diego County in recent years.

Stories like this are exactly why the Real Leaders of Real Estate awards were created.

Have you worked on a commercial real estate deal in the last 36 months that created meaningful public benefit? Apply to be recognized as a leader in 2026 in your region and nationally. Submit your deal today.

From Mill to Mission: How a Greenville Industrial Site Became a Place of Healing and Housing

A historic textile mill in West Greenville is being transformed into a comprehensive domestic violence recovery campus—expanding shelter capacity, adding affordable housing, and creating a long-term support system for women and children rebuilding their lives.

When the Deal Became Something Bigger

In Greenville, South Carolina, the old Gordon Street Mill once stood as a relic of the region’s textile past—an industrial structure waiting for its next chapter. For Dustin Tenney of SVN Palmetto, alongside his partner Daniel Holloway, the assignment was straightforward on paper: find the right buyer to bring the property back to life.

But some deals carry a different weight.

When the team connected with M Peters Group and learned they were partnering with Safe Harbor, the conversation shifted immediately—from redevelopment potential to human impact.

This wasn’t just about restoring a building. It was about restoring lives.

A Need Greenville Couldn’t Ignore

Safe Harbor’s mission was rooted in Greenville’s urgent need: supporting women and children recovering from domestic violence. Their existing facility had outgrown its capacity.

Dustin reflected:

“Growing up in a single mother household, I knew how important it was to have the support of the community. This was personal—making sure these women had what they needed to get back on their feet.”

The vision for the Gordon Street Mill became something larger than preservation—it became a foundation for healing, dignity, and stability.

The Complexity Behind the Cause

Like many complex adaptive reuse projects, the challenge wasn’t one obstacle—it was coordination.

Tax credit approvals, zoning alignment, environmental reviews, structural reporting, and the careful wind-down of an on-site business all needed to move in sync.

Dustin and Daniel described it simply:

“It was just juggling multiple responsibilities like most real estate transactions—but everything had to align perfectly for the vision to work.”

Despite complexity and timing pressure, all parties stayed committed to the outcome.

When Everything Aligned

As due diligence progressed, everything came back as expected. Environmental and structural reports confirmed the building’s readiness for transformation. Financing tools, including New Markets Tax Credits, helped bring the vision together.

Dustin shared:

“It was almost as if the stars aligned for this building to become with purpose.”

A historic mill was now positioned to become something far greater than its past.

A Campus Built for Recovery

Today, the transformation of the historic Gordon Street Mill represents one of the most comprehensive domestic violence recovery campuses in South Carolina.

Once complete, the project will include:

  • A 45,000 sq. ft. domestic violence shelter and headquarters
  • Expansion from ~20 to 56–65 beds
  • Apartment-style living for families and survivors
  • On-site counseling, legal aid, and case management services
  • Adjacent 114–116 unit affordable housing development (“Gordon Street Lofts”)
  • 10 rent-free units for survivors transitioning to stability

This is more than redevelopment—it is long-term infrastructure for recovery and independence.

What This Deal Really Means

For Dustin and Daniel, the experience reframed the role of real estate professionals.

“We’re very blessed in commercial real estate. Usually we’re creating spaces people enjoy every day—but this project will make a mark for decades on those who are typically lost and forgotten.”

And ultimately:

“This deal isn’t about a transaction or a building. It’s about a place for the revitalization of women and their children—and a chance for a fresh start.”

Lasting Impact

  • Integrated counseling, legal, and case management services on-site
  • Delivered one of South Carolina’s most comprehensive survivor support developments
  • Preserved and repurposed a historic mill into a community asset

The Real Leaders of Real Estate Behind the Deal

Dustin Tenney and Daniel Holloway are commercial real estate professionals with SVN Palmetto. They specialize in advisory and investment sales with a focus on community-centered redevelopment and impactful real estate transactions across South Carolina.

Stories like this are exactly why the Real Leaders of Real Estate awards were created.

Have you worked on a commercial real estate deal in the last 36 months that created meaningful public benefit? Apply to be recognized as a leader in 2026 in your region and nationally. Submit your deal today.

Are You Failing Enough?

Don’t be afraid to fail your way to mastery. 

Do you remember learning the alphabet? Of course not but I guarantee that you learned by practice and that you failed many times before you succeeded.

As we will soon dive into a new year with renewed vigor, stop for a moment and take stock of your habits. Are you failing enough? If all of your efforts are resulting in home runs, you might need to play a bigger game, a game based on your powerful identity.

In Art and Fear, artists David Bayles and Ted Orland describe an interesting experiment conducted by a ceramics teacher who was curious about the effect of practice on skills. At the beginning of the semester, the teacher divided his classroom into two groups. In the first group students were told that they could earn better grades by simply producing more pots regardless of the quality. If they produced 50 pots, they would get an A, 40 would earn them a B, 30 a C, and so on. The second group was told that their grades depended solely on the quality of the pots they produced.

Predictably the first group got right to it, producing as many pots as possible, while the second group was more careful and considerate of the best ways to make the best pots.

The teacher was surprised when he discovered that the students who made the most pots, the students who were graded on quantity rather than quality, also made the best pots. 

You see, the practice of making pots naturally resulted in better quality. The students in the first group became more familiar with the intricacies of the kiln and the ways in which various positions affected the aesthetics of their pots. You could say it this way: The students who failed the most succeeded the most.

Although Thomas Edison is famous for inventing the light bulb, he did no such thing. The light bulb was actually around for more than 50 years before Edison perfected it. He just solved two seemingly intractable problems: the expense and the fast burnout of the first incandescent bulbs.

Edison’s approach was unique. He was not afraid to fail until he succeeded. The number of times he tried is legendary. “I have not failed, not once. I’ve discovered ten thousand ways that don’t work.” —Thomas Edison, inventor and businessman

What would be worth a thousand failures to you? What will you keep working on, no matter how many times you must try to succeed? If you don’t have an answer, it’s time to engage in some introspection. It’s time to find out who you are and let your passions reveal themselves. 

You can’t predict when your inspiration will happen. This is why it is so important to make sure that you are aware of yourself and what you love. This is why it matters so much that you organize your life around your identity. When you do that, opportunities for inspiration will show up, but if you are living someone else’s idea of success, your natural, inborn, powerful curiosity will be thwarted. You won’t discover why you are here. Nothing will be worth trying a thousand times, and that, my friends, is a tragedy.

In Fail Fast, Fail Often, the authors describe the experience of a Tibetan lama, who found that the saddest thing about Americans is that they cheat themselves out of the enjoyment of their lives. They don’t follow their passions. They often ignore their inner voice when they are drawn to something.

What are you ignoring because you are afraid? If you were born to write, pick up that pen and write badly. If you always wanted to learn ballroom dancing, sign up for a class. If you have an inkling about a project that might transform the culture of your company, follow the example of the greats, and instead of thinking about it, try just a small part. Get feedback and try again. Don’t be afraid to fail your way to mastery.

When you plan this way, the results are predictable because you’re using real-world feedback as guidance for what’s next. And don’t wait for the mood to strike or the time to be right. “Curiosity has an expiration date.” —Babineaux and Krumboltz

If you procrastinate, your reasons for stopping, buried in the inaccessible limbic portion of your brain, will rear up and stop you from not only realizing your dreams, but from becoming the kind of person who is excited about life. If you know who you are and you are following your heart, your failures can teach you how to succeed. When you organize your life around your identity and follow the inner guidance that results from thoughtful introspection about yourself and your life, you can trust that your actions will result in eventual success.

It’s a good idea to make an exploration of what doesn’t work as important as the happy discovery of success. “I have no special talents. I am only passionately curious.” ―Albert Einstein, scientist

Make a New Year’s resolution to become you. If you know who you are, you can explore the ways to get where you want to go with the kind of self-confidence that is born from thoughtful, continuous introspection, practice, and feedback.

 I know who I am. I am clear about what I want. I will not give up until I get there. Learning means I don’t know, so I must fail until I succeed. 

Learn something new this year. Measure your progress by your failures as well as your successes. That will allow for the glorious year meant for all of us. This is the kind of courage that can change the world. “To live a creative life, we must first lose the fear of being wrong.” ―Joseph Chilton Pearce, author

Mastering the Art of Storytelling

It was Thanksgiving my freshman year of college. I had come home to celebrate what, in our family, was a most tradition-laden holiday. At our home there was one thing we always knew we were going to run out of — chairs. There were never enough chairs.

My father was a preacher, and my mother worked for a well-known charity, but their real passion was filling our house with people, especially on the holidays. This particular Thanksgiving turned out to be life-changing for me.

My father always told me that if I could become a masterful storyteller, the world would open up for me. He regularly shared how the best storytellers were tops in their fields — salespeople, business leaders, teachers, politicians — but I’d filed that wisdom where most teens file wisdom from a parent — until that Thanksgiving.

As the aroma of turkey and dressing wafted through the air, my father rose, cleared his throat, and started telling a story. It was a simple story of connection framed around a chance encounter he’d had two weeks earlier with a young man at a coffee shop. The story had great detail, solid dialogue, and mild drama about the man’s circumstances. Just as he brought the story to a close, my father pointed to a back table and welcomed the story’s central character to our meal.

That day was different because I didn’t simply watch my father tell a story; I watched the rest of the room watch my father tell a story, leaning forward, hanging on every word — and I was hooked. That day I began a 30-year journey studying, learning from, and ultimately partnering with the greatest storytellers of our generation, from sport icons like Walter Payton, Deion Sanders, and Michael Jordan to top speakers like John Maxwell and Simon Sinek who sought my support when crafting a story that sticks. Many of those were featured in the 13 New York Times best-selling books I would author, selling more than 7 million copies.

As business leaders we typically commit the cardinal sin of speaking — showing before we tell. We’re excited to show people what our results or framework is, failing to tell them why it matters. Then we’re surprised when we get no response. A great storyteller captivates before revealing what’s significant. Take my father, for example. He captivated the room by telling us the story of an inspiring young man whom he kept anonymous until revealing the main character at the very end — an emphasis that left an impression on me forever.

Just by switching the order, your next speech, book, or article can make a mark on your audience for years to come. I’m showing the Real Leaders community how to tell better stories at no charge at verified.real-leaders.com/donyaeger.

The Day I Decided to Own It



You are hard to work for. You drive and drive and drive. You think you are disruptive, but you are erratic. You think you are inspiring, but you are feeding your ego. The problem isn’t me; it’s you.” A former executive on my team told me that on his way out a few years ago. It was the harshest feedback I have ever been given — and the most helpful. It hit me where I was most vulnerable. I have always wanted to be seen as valuable and successful and to make a meaningful difference. That drive has fueled my career, but it can also push me too hard and too fast. His words forced me to confront that truth.

The word that cut the deepest was erratic because erratic leaders don’t inspire confidence. Who wants to follow someone unpredictable? But I could see it. My energy, intensity, and constant stream of ideas could be overwhelming. I moved fast and changed direction, but to others that could feel chaotic.

That night, through tears, I told my husband at the time what happened. He smiled softly. “You’re brilliant and inspiring. You make mistakes, but you own them. That’s what makes you real. Take the good from his feedback and let the rest go.” Those words landed deep. From that moment on, I chose to be unflappable — cool, calm, and collected. I asked my executive team to hold me accountable.

A few months later a ransomware attack shut down all our company’s systems. It was our busiest time of year, and the situation could have sent me spiraling, but I didn’t lose my composure. I gathered my team, shared the facts, and focused on what we could control. Instead of panicking we worked together with focus and resolve. We manually shipped every order, kept our customers informed, and refused to let fear dictate our decisions. Four weeks later we were fully operational again. We hadn’t paid the ransom, lost a customer, or fractured as a team. That crisis became the proof I needed. My decision to lead with calm was no longer an intention; it had become my way of being. My team saw it, trusted it, and followed my lead. What could have been a breaking point became one of our proudest moments.

I often reflect on the courage it takes to receive feedback with grace. On my podcast, Reflect Forward, I spoke with Garry Ridge, former WD-40 CEO, who models that courage beautifully. Garry told me he introduced himself as the consciously incompetent, probably wrong, and roughly right chairman and CEO of WD-40 who needs all the help he can get.

When people offered him feedback, he learned to silence the voice in his head that wanted to argue. Instead he said, “Thank you.” Then he owned what he could and let the rest go. That philosophy struck me. Feedback isn’t an attack; it’s an invitation to grow. When we stop trying to prove ourselves right, we become easier to trust and far more effective as leaders. Every leader says they want honest input, but our instinct is to defend ourselves. Ownership means doing the opposite by asking, “What part of this is mine to own?” When we take feedback with humility and courage, we transform it into growth. We become far more self-aware, approachable, and human. The ownership mindset is about taking even the hardest truths and using them to become better.

I could have dismissed my teammate’s words, blamed him, or hardened myself. Instead I chose to own it — and that changed everything. 

It’s Me Now

The music was still echoing from the main stage at Unite 2025 when Julie (former CEO) leaned over and told me she was going to make the announcement.

I remember where I was standing. Slightly off to the side. Close enough to feel the energy of the room, far enough not to be the center of it.

“I’m going to announce you as CEO today.”

My first reaction wasn’t pride.

It was resistance.

Not because I didn’t believe I could do it. And not because I hadn’t dreamed of it. When I was 20 years old, I wrote down a goal: CEO before 30. I had structured my early life around that ambition.

And here it was.

But as the applause built and my name carried across the room, my stomach tightened.

We weren’t ready.

The title felt premature — not for me, but for the vision.

Because every promotion I’ve ever received, starting from when I was an intern, followed the same pattern. I either turned it down or negotiated it differently. Not for a bigger title. Not for visibility. But to redirect resources. Hire someone else. Strengthen the team. Build capacity instead of hierarchy.

Titles never motivated me.

Building did.

So when I stepped into the CEO role, it wasn’t triumph I felt.

It was responsibility.


The Question That Changed Everything

Instead of immediately casting a grand vision, I started with a question:

What is a Real Leader?

Not what sounds good on a website.

Not what looks impressive in a press release.

But what does it actually mean — in practice — for the CEOs we serve?

If I’m a member, can I see myself in this vision?
If I’m a prospect, does this platform elevate me — or just feature me?
If I’m a customer, am I growing because of this ecosystem?

So I listened.

To founders. To operators. To speakers. To those quietly building movements without recognition.

And what they told me shifted everything.

They didn’t want to just attend events.

They wanted to speak on stages.

They didn’t want to join a network.

They wanted to build their own.

They didn’t want to consume content.

They wanted to create it.

And slowly, it became clear:

If we weren’t careful, we were unintentionally keeping them small.

We had built a respected stage. A strong community. Meaningful connections.

But it still centered us.

If leadership is truly about service, then the model had to evolve.


From One Stage to Many

That realization changed our direction.

We are no longer building one central stage.

We are building multiple stages.

If our members want to grow their audience, we need to help them create a consistent communications plan to reach millions of leaders, not just our community. 

If they need the tools to track their progress, our SaaS contributor platform gives them one simplified system to host their best links, track analytics, and generate leads tied directly to their mission.

If they want to host events and grow their own communities, we partner, support, and amplify.

We are not trying to build one global unite event.

We are trying to unite the globe — one leader-driven event at a time.

Because progress does not scale through centralization.

It scales through multiplication.


The Reckoning

Here’s what I know now that I didn’t understand at 20:

Leadership is not about becoming the leader.

It’s about creating other leaders.

It’s not about your stage.

It’s about how many stages exist because of you.

It’s not about your reputation.

It’s about the credibility you help others build.

Anyone can organize a team toward a goal.

But a Real Leader is someone who thinks beyond themselves.

Someone who asks, How do I empower others?

How do I build systems strong enough that others can lead without me at the center?

That’s what Julie did.

And when she announced me as CEO at Unite 2025, I felt the weight of that shift.

It’s me now.

And my job is not to be the loudest voice in the room.

My job is to build rooms where others find theirs.

If in five years Real Leaders becomes the ultimate stage for CEOs driving change, it won’t be because we perfected a flagship event.

It will be because thousands of leaders built their own movements — with stronger infrastructure, clearer media, better tools, and deeper confidence.

The measure of my leadership will not be how visible I am.

It will be how many leaders emerge because we built the systems to support them.

That is what Real Leadership is.

And that is the future we’re building.


RealLeaders Selects New CEO


Written by: Julie Van Ness, Executive Director and Chair (former CEO)


When is the right time to think about your successor?

I would recommend it be with almost every new hire as it may surprise you. 


I essentially hired mine 10 years ago, although I didn’t know it at the time. He was just an intern working his way through college, studying for a business degree in management information systems. He immediately demonstrated his entrepreneurial drive by recruiting a young videographer to shoot “Real Leaders Shortcuts”— walking video conversations with purpose driven CEOs— to show his peers a shorter path to a fulfilling career. 


After graduating, he launched a new podcast for social impact CEO’s titled “The Real Leaders Podcast” where he grew it to be one of the Top 100 business podcasts in the US, shining the light on over 1,000 impact oriented CEOs. For the remainder of the decade, he went on to tackle other vital company functions such as: Marketing Manager, Director of Digital Operations, VP of Growth, General Manager and President. 


Many of you within our community already know who I’m talking about, since you’ve been interviewed by the “keep it real” pro or you connected with him at the dynamic Real Leaders UNITE events in San Diego. He is, of course, the incomparable Kevin Edwards and he will be promoted to CEO starting this February!

Julie Van Ness, Executive Director and Chair hugs new CEO, Kevin Edwards at RealLeaders UNITE 2025


I am thrilled to see Kevin’s new initiatives and fresh ideas come to life with all of you in the years ahead as you continue to elevate “Better Leaders for a Better World”. Because you are in the Real Leaders Impact Community, you will get the first opportunity to become a part of the new adventures, leveraging digital media and AI for good, while simultaneously creating closer personal connections. The thought “when you walk with the wise, you rise” fills my mind with the soul of what’s to come.


First Look at the New RealLeaders Verified Lists and Link

As the CEO over the past decade, experiencing both the progress and challenges that we’ve all faced, I want to express how much I respect and value all of you. Your collective leadership, grit and determination is changing the world for the better and is needed now more than ever. 

I hold high regard for Kevin’s courageous mindset and know that he shares our strong commitment to supporting you, the Real Leaders of our world! His continuing leadership will help accelerate the growth and impact of our entire community. 


Thank you all and know that we will all “go far together”.


Written by: Julie Van Ness, Executive Director and Chair (former CEO)

Pirate or Steward: What Your Exit Plan Says About Your Values

“Peter … you’ve become a pirate.”

I think about this scene from the 1991 movie Hook way more than I should. It’s when elderly Wendy meets a grown-up Peter Pan, who is suited up and very proud of his important work. Peter had become, by all definitions, a corporate plunderer. And Wendy is naming a truth he can’t see about himself. 

Wendy’s statement captures something important about leadership: what we do eventually tells the truth about what we value, whether we intend it to or not. Which brings me to my (perhaps unpopular) belief: 

A firm’s succession plan says more about its values than any mission statement, business plan, or award ever could.

Values can be easy to write. Succession plans are often harder to fake.

As leaders, we can say we’re people-first. That we’re long-term oriented. Or that we care about stewardship and culture, sustainable business practices, and meaningful change, not just profits.

But eventually, every leader has to answer one important question: Who should benefit from what I’ve built when I’m no longer in charge?

That answer, quietly embedded in contracts and deal terms, is your real values statement.

The Allure of a Big Exit

I had my own Peter Pan moment.

As the CEO of Abacus Wealth Partners, a California-based B Corp, I had a responsibility to explore all options on the table. When the opportunity came to learn about selling a minority stake in Abacus, I took the meetings. 

Consultants promised big numbers — numbers that would let me fully retire at the age of 39. The pitch was polished. The projections were compelling.

So, I started asking questions.

I asked about the upside and downside. I dug into who actually benefited from these deals. And the more I probed, the more the answer became uncomfortably clear: the people who won were the largest owners on their way out.

I kept thinking: Who is left holding the bag after all these deals go through? How does this serve our clients? And just as important, how does this serve our team?

We at Abacus have spent 20 years building a company that models the type of world we’d like to live in, one that demonstrates it’s possible to prosper financially while also living a more fulfilling and purposeful life. If we sold a stake in our company, we couldn’t guarantee new owners would uphold those same values.

Could I honestly sit across from the people I’d spent all these years building trust with, those who I fought to protect during hard times, and tell them this was better for them? Better for our clients? Better for the business we’d built together?

I felt it in the pit of my stomach. We’d spent years at Abacus doubling down on our B Corp roots, on being purpose-driven, on building something that mattered beyond profit.

That’s when Wendy’s line hit me. Accepting a deal like that would turn me into a pirate.

Why Private Equity Often Signals a Succession Planning Failure

Whether your company is in financial services, manufacturing, retail, or something else, you’re likely also grappling with the idea of what’s next. Thinking about who will step up to lead when you’re gone. Or wondering who will carry the torch and remain dedicated to the same values that have led your company to where it is today.

For purpose-driven businesses, your exit plan matters even more. And if your exit plan involves selling to private equity, that’s a succession planning failure.

I don’t say that to be provocative. Private equity is very clear about what it optimizes for: time-bound returns, leverage, and exit. That’s not hidden. It is the model.

But in the world of purpose-driven models, the private equity model is the ultimate pirate ship. It pulls into your harbor not to invest in the local community or maintain the lighthouse, but to load the gold onto the deck and sail away with it. Maybe not immediately, but in the next five to seven years.

When a firm that claims to value people above all else hands control to capital whose job is to extract value on a fixed timeline, actions start speaking louder than words. Succession planning forces a choice most of us would rather blur: Is this firm something to be stewarded or something to be monetized?

The Difficult but Rewarding Path of Internal Succession

Internal succession can be harder. Employee ownership can be messier.

It doesn’t happen overnight. It takes patient, thoughtful education and internal communication. It can take a decade to do right. You’re working with people and emotions and money, and all of that gets complicated. People need to opt in, but they also need to understand what they’re opting into, and more importantly, what happens if they don’t.

You don’t get one big check. You don’t get a clean exit. The blueprint isn’t simple or clear.

Once again, you’re forced to answer uncomfortable questions. Do I actually trust the people who helped build this place? Am I willing to earn enough instead of maximizing? And do I believe in my firm’s values beyond my own tenure?

But the upside is so, so sweet.

You get something less flashy and far more revealing: alignment between what you say and what you do.

The founding generation of leaders at Abacus trusted me and the next generation with a vision of stewardship and shared prosperity. We crafted a succession plan by investing in people, not just extracting value.

That’s what it looks like to choose stewardship over plunder.

It’s Time to Take a Look in the Mirror 

A company’s succession plan is its values in action.

So, before you polish your next mission statement or redraft your core values, take a hard look at your succession plan.

Does it match who you say you are?

Or are you becoming a pirate?

Hook’s Peter Pan may have temporarily lost his way, but in the end he rediscovered who he truly was. And while he had sought big adventure, he finally realized that “to live … to live would be an awfully big adventure.”